What We'll Cover

  • Project Pipeline Management

    Get started with a review of resource management best practices, and how to establish a process for outlining your project pipeline in Kantata.

  • Managing and Monitoring Resource Demand

    Learn about how to create staffing demand and monitor resource capacity.

  • Addressing Resource Needs and Constraints

    Review strategies for addressing over allocated team members and how to edit, shift, and delete allocations. Explore how to leverage the Talent Network to expand capacity.

Course Description

Expected Duration: Approximately 45 minutes

When your teams are busy, your ability to have a projection of future business and an accurate snapshot of your team members’ capacity to take on the work can help you avoid over utilizing your resources and potential burnout. This course will cover everything from the best practices for developing a staffing strategy, to how to build a pipeline process to project your staffing needs. We will also review how to use the capacity indicators and reporting to support staffing decisions.

In addition to the readings, resources, and demo videos, this course also includes hands-on labs and activities. Please note that it is recommended that you either complete the labs from a demo account or make sure to remove any data or information from the labs that may impact your organizational account.

In this course you will learn how to:

  • Utilize capacity indicators to monitor resource availability
  • Determine your capacity needs and constraints
  • Adjust your staffing decisions to impact project performance
  • Establish a process for building pipeline projects
  • Make hiring decisions based on capacity predictions and resourcing trends
  • Leverage the Talent Network to expand your resource pool

Course curriculum

  • 1
    Project Pipeline Management
  • 2
    Managing and Monitoring Resource Demand
  • 3
    Addressing Resource Needs and Constraints
  • Course Overview & Learning Goals Module 1: Overview and Resources Scenario: Monitoring Resource Capacity Reading: Anticipating Resource Demand Reading: Daily and Weekly Activities for Resource Managers and Project Managers Activity: Stay Connected on the Kantata Community Reading: Project Pipeline Management Reading: Introduction to Project Stages Demo: Managing Pipeline Projects Lab: Creating a Project in the Estimate Stage for Pipeline Project Management
  • Module 2: Overview and Resources Reading: Managing Allocations and Scheduled Hours in the Resource Center Demo: Creating Allocations and Staffing Resources in the Resource Center Reading: Customizing Your View in the Resource Center Demo: Monitoring Resource Capacity in the Resource Center (formerly Master Planning) Demo: Reviewing Pipeline Projects to Anticipate Staffing Demand Reading: Staffing & Capacity Reporting in Insights Lab: Create a Saved View
  • Module 3: Overview and Resources Reading: Over Allocation Migitation Strategies Reading: Leveraging Resources in the Talent Network Demo: Leveraging the Talent Network Check Your Knowledge: Case Study Scenarios Survey: Course Feedback

Course Pricing

Purchase this training course and start learning today! Please contact your Client Success Manager to purchase multiple passes for your organization.